Skip to content
Disclosery

Independent Solutions Wealth Management, LLC: NWBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Solutions Wealth Management, LLC on NWBI, newest first. How the timeline and the estimate are built.

Independent Solutions Wealth Management, LLC held 12,932 NWBI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,932 shares
    Change vs previous 13F +183 shares

    0.03% of the 13F portfolio, value $196,053.

    13F-HR 0001818391-26-000003 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,749 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $161,779.

    13F-HR 0001818391-26-000002 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,557 shares
    Change vs previous 13F +215 shares

    0.03% of the 13F portfolio, value $150,681.

    13F-HR 0001818391-26-000001 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,342 shares
    Change vs previous 13F +200 shares

    0.03% of the 13F portfolio, value $152,920.

    13F-HR 0001818391-25-000002 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,142 shares
    Change vs previous 13F +189 shares

    0.03% of the 13F portfolio, value $155,175.

    13F-HR 0001085146-25-004052 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,953 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $143,678.

    13F-HR 0001085146-25-002266 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).